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Our Team

Investment Management
Financial Planning
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Cody is a husband, father, wealth advisor, pilot, retirement planner and aviation junkie.

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Cody Forbush, MBA, CFP®

Financial Advisor

Neal is a Financial Advisor, fly-fisherman, and avid guitar player.

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Neal French

Financial Advisor

Jenny has loved dinosaurs since she was a little girl and even had a “dinosaur chic” themed wedding.

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Jennifer M. Grady-Murray

Associate Business Manager

Mike is a CIMA® and committed community volunteer.

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J. Michael Grenon, CIMA®

Principal, Vice President

Kevin is the company’s CEO and enjoys unwinding by the fireplace with family and friends.

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Kevin T. Grimes, CFA, CFP®

CEO | Chief Investment Officer

Molly has been to over 20 national parks.

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Molly F. Grimes, CFP®

Financial Advisor

Tom is a CFP® and dedicated golfer.

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Thomas A. Grimes, CFP®

Principal, Vice President

Tim is the firm's founder and avid seaglass collector.

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Timothy J. Grimes

Founder

Todd is a CFP®, a competitor and problem solver.

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Todd A. Herman, CFP®

Financial Advisor | Financial Planning Specialist

Melissa enjoys spending time with her family and kayaking on Lake Chaubunagungamuag (Webster Lake).

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Melissa M. Hoyt

Client Service Manager

Adam is a CFA, CFP® and constantly humbled golfer.

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Adam R. Jacobs, CFA, CFP®

Vice President

Outside of the office, Ben enjoys golfing and skiing with friends and family.

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Benjamin Jette

Research Analyst, Trader

Karrie loves animals and owns a farm with horses, turkeys, and chickens.

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Karrie A. Johnston

Client Service Associate

Samantha enjoys seeing Broadway shows with her two daughters.

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Samantha C. Kallio

Client Service Manager

Maria loves attending concerts and has been doing so since a young age.

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Maria Karantzoulidis

Client Service Associate

Michael enjoys the outdoors, travelling, and spending time with his wife, children, and grandchildren.

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Michael R. Keefe, CISSP

IT Manager

Load More People
Load More People

Our process: Part art. Part science. All about you.

  1. 01.
    Share Info
  3. 02.
    Develop Plan
  5. 03.
    Build Portfolio
  7. 04.
    Actively Manage
  9. 05.
    Review & Revise
Learn More

Latest News & Insights

09.05.24  |  Financial Planning

IRS Regulations for Inherited IRA Distributions: What Every Beneficiary Should Know
By Todd A. Herman, CFP® and Lucy McHugh

08.27.24  |  Investment Management

Don’t Vote with your Portfolio: 2024 Edition
By Kevin T. Grimes, CFA, CFP®

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